See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,857 | $99,652-48.0% | $78,778-34.2% | $147,584-64.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 19.34% | 47.28%-27.9pp | 35.62%-16.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,027 | $2,796-63.3% | $1,986-48.3% | $4,876-78.9% |
| Participant deferral / active EE | $5,089 | $3,664+38.9% | $2,958+72.0% | $5,439-6.4% |
| Admin fee / account holder | $90 | $7,155-98.7% | $5,134-98.2% | $10,885-99.2% |